TIVP013: Moncler (MONC): Zipped for Success w/ Daniel Mahncke & Shawn O'Malley

The Intrinsic Value Podcast - The Investor’s Podcast Network

In today’s episode, Daniel Mahncke and Shawn O’Malley break down Moncler (ticker: MONC), an emerging leader in luxury outerwear. Known for its iconic down jackets, high-profile collaborations, and strategic expansion into new markets, Moncler has established itself as a powerhouse in the luxury fashion industry. As the company focuses on strengthening its direct-to-consumer model and expanding the luxury streetwear brand Stone Island, it’s positioning itself for more stable and profitable growth while maintaining its exclusive brand image.

In this episode, you’ll learn why Moncler stands out in the luxury fashion world, how it has built a strong brand identity rooted in both heritage and innovation, why its shift toward direct sales is so important for long-term profitability, what role collaborations and limited collections play in driving demand, plus so much more!

Prefer to watch? Click here to watch this episode on YouTube.

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

02:44 - How Moncler evolved from a French, niche skiwear brand into an Italian luxury brand.

13:10 - What makes a luxury brand successful.

26:51 - Why Direct-to-Consumer is so important for luxury brands.

34:59 - How Remo Ruffini transforms niche, local brands into global luxury brands.

49:28 - What role does Stone Island play?

49:28 - How does Moncler think about further acquisitions?

52:54 - Where does future growth come from?

01:10:52 - What are the risks in a Moncler investment?

01:26:37 - Whether Shawn & Daniel add MONC to The Intrinsic Value Portfolio.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

• Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter.
• What Moncler and Canada Goose are really chasing: watch the video.
• Moncler x Pharrell Williams Art of Terrain Experience.
• Daniel Mahncke’s last Pitch on Nintendo.
• “The Luxury Strategy” book.
• Check out our previous Intrinsic Value breakdowns: AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports.
• Check out the books mentioned in the podcast here.
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